Institutional Ownership Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR). We have compiled data on the 1,541 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
204,526
shares
|
$42.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
192,369
shares
|
$40 Million
6.44% of portfolio
|
Q4 2022
Added 4.2%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
192,369
shares
|
$40 Million
6.42% of portfolio
|
Q4 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
191,560
shares
|
$39.8 Million
0.13% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,477
shares
|
$38.9 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
182,304
shares
|
$37.9 Million
1.44% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
182,078
shares
|
$37.8 Million
4.43% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
176,876
shares
|
$36.7 Million
15.41% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
176,761
shares
|
$36.7 Million
0.05% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
172,343
shares
|
$35.8 Million
1.44% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
164,992
shares
|
$34.3 Million
0.07% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
160,437
shares
|
$33.3 Million
0.21% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
157,304
shares
|
$32.7 Million
4.22% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
153,391
shares
|
$31.9 Million
0.32% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
145,513
shares
|
$30.2 Million
4.16% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
144,602
shares
|
$30 Million
8.57% of portfolio
|
Q3 2024
Added 291.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
142,859
shares
|
$29.7 Million
0.06% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
140,799
shares
|
$29.2 Million
3.34% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
138,349
shares
|
$28.7 Million
0.04% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
137,007
shares
|
$28.5 Million
5.41% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
131,812
shares
|
$27.4 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
130,332
shares
|
$27.1 Million
6.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
129,046
shares
|
$26.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
128,949
shares
|
$26.8 Million
9.66% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
124,639
shares
|
$25.9 Million
2.42% of portfolio
|
Q3 2024
Added 3.89%
|